Correctly Calculating the sales tax on a trade
1. Confirm that sales tax is set correctly in the store setup screen 2. Click the title of the item in the cart and confirm that both items in the cart are set to sales tax On 3. Review the sales tax value displayed in the cart 4. The sales tax from ...
Count Drawer In and Out, Start of Day and End of Day
Before you open your store (or start your shift if you have employee-designated cash drawers), you will need to count the cash you have in your drawer and tell Orchid POS the results. At closing (or end of shift), you need to again count the cash in ...
Create In-Store Credit
Instore credit is a credit on the customer's account, which can be applied toward future purchases. If the credit is due to a return; instead of issuing a refund: Use the Split/Other (four squares) payment icon to proceed to the payment screen. ...
Create a Customer Account Balance to be Paid Later
An accounts receivable balance is a balance due on a finalized invoice. Customers can pay A/R balances in full, or partially over time. A balance due is established by using House Account as a payment option for the amount they will pay later. House ...
Edit or Update Sales Tax Rates
To edit your sales tax rates, names, or settings go to Manage > Store Configuration> My Store & FFL > edit pencil next to the proper store location > Scroll to sales tax settings > update percentage > Click Update at the bottom of the page to save ...
How to Reconcile Daily Credit Card Transactions
How to Reconcile Daily Credit Card Transactions This guide walks you through the daily reconciliation between credit-card transactions captured at the point of sale, in eCommerce, and across third-party marketplaces — and the actual cash that arrives ...
How to Refund Store Credit to Check or Cash
To refund Store Credit from a Consignment, Return or Deposit you will first want to select the customer. Then you will see at the bottom of the tab, the deposit amount. Click on Refund In-Store Credit Select the Tender the customer would like to ...
Multiple Sales Tax Rates, Rental or Service Tax
Orchid POS supports up to three sales tax rates. These are set in Manage > Store Configuration > My Store & FFL. (click Edit icon for store location). For each tax rate, you can define which inventory types use each tax. For instance, you may have a ...
Orchid POS Reports, Accounting, & Quickbooks Set-Up
Print Customer's Accounts Receivable Statement Orchid POS Reports, Titles and Descriptions Transitioning to Orchid POS Software: Establish Current Customer Balance Due Trip Payments Not Showing on Sales Reports Voided Invoice Still Shows in ...
Pay a Customer's Previous Balance
To make a payment toward a previous balance for the current and/or another customer: 1. Click the Pay Account button to view the Pay A/R popup. 2. If it is the current customer’s balance that they are paying, click YES for Pay Now and then select ...
Pay with Instore Credit
When a customer has Instore Credit available on their account, they can use part or all of that amount toward a purchase or deposit payment. To use it: Select the Split/Other icon (four squares) to proceed to the payment screen. Choose Instore Credit ...
Print Customer's Account Balance Due on All Receipts and Invoices
Orchid POS allows you to print a customer's ongoing A/R (customer account) balances on all of their invoices until the balance is paid. Go to Accounting > Billing & Collections > Invoice Settings > "Print Outstanding Balances."
Print Customer's Accounts Receivable Statement
Notes on A/R Statements: A/R statements are formatted for window envelopes if you wish to print and mail your statements. You can print statements for all customers with balances, or choose to print a statement for a specific customer. Statements can ...
Printing Multiple Currencies with Exchange Rate on Receipts and Invoices
Go to Office > Back Office Settings > Invoice Settings. If you accept two currency types turn on the option “Exchange Status.” Exchange rates are entered manually by the user and are not updated automatically.
Sales Tax on Packages
When a package is sold, the included products are displayed in Point of Sale at a single combined price but are actually being sold individually in the background. Sales tax status is determined by each included product’s status (if the product is ...
Tax-Inclusive Pricing on Receipts and Invoices
Orchid POS offers two options for tax-inclusive pricing display on the receipts, invoices, and documents that your customers receive: dollar amount or percentage. Both will include the tax for each item in its unit price and extended price. To turn ...
Transitioning to Orchid POS Software: Establish Current Customer Balance Due
While transitioning to Orchid POS from another point of sale program, you will want to move account balances due to you into Orchid POS as well but you don't want to double-report the sale that created the balance. Best practice for this is to place ...